Team Management

Team management lets organization admins invite new users, assign roles, and organize members into groups. Access it from Settings > Team Management.

Inviting team members

To invite someone to your organization:

1. Navigate to Settings > Team Management
2. Click the invite button
3. Fill in the invitation details:
   • Email address (required)
   • First name and last name (optional)
   • Role - choose from Viewer, Analyst, or Admin (defaults to Viewer)
   • Personal note - an optional message included in the invitation email
4. Send the invitation

The invited user receives an email with a link to join your organization. Invitations expire after 14 days if not accepted.

Managing members

The team members list shows all users in your organization with their name, email, role, and last activity. As an admin, you can:

• Edit a member's name or role
• Remove a member from the organization (this also removes them from all groups)

Your own entry is marked with "(You)" for easy identification.

Roles

For details on what each role can do, see Roles and Permissions.

Groups

Groups let you organize team members for easier sharing. Instead of sharing a dashboard with individual users one by one, you can share it with a group.

Creating a group

1. Navigate to the Groups tab in Team Management
2. Click the create group button
3. Enter a group name and optional description

Managing group members

1. Select a group from the groups list
2. Add members by selecting from your organization's user list
3. Remove members using the remove button next to their name

Deleting a group

Admins can delete groups when they are no longer needed. Deleting a group removes it from any sharing configurations where it was referenced.